Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.
This week brings three new topics, including content marketing, the impact of making small changes in your business, and educating the next generation. Our first piece provides great tips on creating smart marketing content. Our second piece discusses the power of implementing small changes in your practice. Last, but not least, we have a white paper that shares excellent age-appropriate ways to help clients educate their children and grandchildren about money.
This author says that successful content marketing requires strategic thinking about every piece of content you create and how it fits into your client acquisition process.
Small tweaks can make a big impact on your overall advisory practice. Try these 5 small changes.
Want to help your clients’ children and grandchildren learn to be good stewards of their money? This piece is chock-full of age-specific ideas to share with your clients who are parents and grandparents.
